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The Latest Breaking News from Nvidia

Meta is using more than 100,000 Nvidia H100 AI GPUs to train Llama-4 — Mark Zuckerberg says that Llama 4 is being trained on a cluster “bigger than anything that I’ve seen”

Mark Zuckerberg says that Meta is training its Llama-4 models on a cluster with over 100,000 Nvidia H100 AI GPUs.

Tom’s Hardware

Jo Natauri’s Invidia Capital seeks $850 million for first fund

Natauri is a former Goldman Sachs partner who left the IB in December

Fortune

Elon Musk spent roughly $10 billion on AI training hardware in 2024

xAI and Tesla spend billions on AI training hardware.

Tom’s Hardware

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NVIDIA's prediction of coding's death manifests at Google: "More than a quarter of all new code at Google is generated by AI, then reviewed and accepted by engineers"

Google generates more than a quarter of its new code using AI, then reviewed and accepted by engineers.

Windows Central

Can I play Dragon Age: The Veilguard on Steam Deck, ROG Ally, and other gaming handhelds? — Best settings to use

I played Dragon Age: The Veilguard on Steam Deck and ROG Ally and figured out the best settings for these PC gaming handhelds.

Windows Central

Nvidia's Arm-based PC chips for consumers to launch in September 2025, commercial to follow in 2026: Report

Nvidia will challenge AMD and Intel on the PC platform front from 2025 to 2026, according to the report.

Tom’s Hardware

7 questions for ServiceNow’s Bill McDermott, who runs a $195 billion company and sleeps only 5 hours a night

“At the end of the day, what is pain? Your pain might be my pleasure,” says a CEO who sees all problems as opportunities.

Fortune

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Inside Super Micro's wake-up call: After riding the AI wave, the $20 billion tech giant is crashing back to earth amid a financial crisis and family drama

Auditor Ernst & Young just walked out in the middle of auditing Charles Liang’s tech giant, but Super Micro disagrees with EY’s decision to quit.

Fortune

"A very discourteous fellow." Intel's CEO made comments that blew a huge discount deal on TSMC chips, wiping the firm's profit margins according to this damning report.

Reuters is reporting that comments made by Intel CEO Pat Gelsinger blew up a long standing deal with chip manufacturer TSMC, obliterating Intel's margins in the process.

Windows Central

AMD to launch RDNA 4 GPUs in 2025 — adding AI capabilities, improved ray tracing

During the Q3 earnings call, AMD confirmed that early 2025 would see the launch of RDNA 4 graphics cards.

Tom’s Guide

UALink Consortium poised to compete with Nvidia's NVLink — AMD and Intel-led group opens doors to contributor members

The Ultra Accelerator Link, or UALink, Consortium has officially incorporated, becoming a legal entity. The group, made up of AMD, Intel, Meta, Google, and other major tech players, seeks to create a standard to dethrone Nvidia's NVLink for server cluster communication.

Tom’s Hardware

This laser technology could save the planet and help AI industry claw back more than $100 billion — half of GPUs are 'wasted' because of limited bandwidth, and this US startup wants to change that

Xscape Photonics' ChromX laser technology could help AI industry and save the planet

TechRadar

The M4 Pro chip inside Apple's ludicrously tiny new Mac Mini would make for an unbelievably good handheld gaming PC

Pity nothing like that will ever happen.

PC Gamer

AMD's Dr. Lisa Su predicts AI GPU market will grow to $500 billion by 2028 or 'roughly equivalent to annual sales for the entire semiconductor industry in 2023'

Please feed some of that back into gaming GPUs, Dr. Su.

PC Gamer

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PC Gamer

AMD's AI GPU business has barely been going for a year but it's already as big as its entire CPU operation

Server, cloud, client, laptop combined, AMD's CPU sales are now matched by its AI chips.

Tom’s Hardware

OpenAI reportedly builds custom AI chips as it embraces AMD — company also abandons plans to build its own fabs

OpenAI is advancing the development of an inference chip with Broadcom but abandons plans to build a fab network.

TechRadar

OpenAI edges closer to making its first AI chip in bid to power your favorite new apps

OpenAI is developing its first custom AI chip with Broadcom, according to a new report –and that's good news for AI-powered apps.

Tom’s Hardware

'Jensanity' continues in Taiwan, Mini-Jensen Huang cosplayer sports massive Nvidia GPU for Halloween

The Jensen Huang Halloween costume shows his continued popularity on the island country of Taiwan.

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news in one place.

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Fortune

Nvidia: undervalued in a golden era of robots?

Masayoshi Son of SoftBank is about to open a robot factory with the Saudis.

Barchart

Why Taiwan Semiconductor Stock is Still a Buy

Taiwan Semiconductor, the world’s largest dedicated contract chip manufacturer with over a 60% market share, recently reported outstanding results that pushed its stock to a record high. TSM reported a 54% year-on-year jump in net profit to $10.1 billion for Q3, exceeding its forecast from just three months ago. It…

Fortune

OpenAI is creating its own in-house chip with Broadcom and TSMC as processing demands skyrocket

The news on Tuesday sent Broadcom Inc. shares soaring, gaining as much as 4%. TSMC’s US-traded shares also climbed, up more than 1%.

TechRadar

Nvidia GPU owners told to update now to patch a range of serious security flaws

Nvidia addresses eight vulnerabilities plaguing Windows and Linux ecosystems.

Tom’s Hardware

AMD research suggests plans to catch up to Nvidia using neural supersampling and denoising for real-time path tracing

AMD appears to have plans to use a neural network to perform denoising and reconstruct scene details. It's not yet available, but it sounds a lot like Nvidia’s Ray Reconstruction feature in DLSS 3.5.

Tom’s Hardware

Nvidia's future Blackwell Ultra GPUs reportedly renamed to the B300 series

Nvidia will reportedly rename its Blackwell Ultra GPUs for AI and HPC to the B300 series to better differentiate them from existing offerings.

Tom’s Hardware

Despite US sanctions, China has enough AI processors to build the world's largest AI training cluster: Report

Despite export restrictions, enough AI processors have been smuggled into China to build world-class AI supercomputers. Workarounds including proxies and imports via other countries haven't stopped China from procuring large quantities of modern equipment.

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